Portfolio Rebalancer

Automatically calculate how much to buy or sell to restore your target asset allocation.

Asset Allocation

Equities (Stocks/ETF)

Fixed Income (Bonds/ASB)

Cash (FD/MMF)

Rebalance using new money to avoid selling

Current Portfolio Value

RM 100,000

New Total Value

RM 105,000

Required Actions

Equities
BUY RM 3,000
Fixed Income
BUY RM 21,500
Cash
SELL RM 19,500

Target Allocation Visualized

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